Sigma Planning Corp’s Global X Defense Tech ETF SHLD Stock Holding History

Sigma Planning Corp’s Portfolio SHLD Stock Details SHLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$987K	Buy	16,519 +120	+0.7%	+$7.99K	0.02%	597
2026 Q1	$1.16M	Sell	16,399 -547	-3%	-$40.8K	0.03%	514
2025 Q4	$1.1M	Buy	16,946 +1,120	+7%	+$73.7K	0.03%	500
2025 Q3	$1.11M	Buy	15,826 +7,982	+102%	+$501K	0.03%	492
2025 Q2	$473K	Buy	+7,844	New	+$422K	0.01%	800

Other funds holding SHLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Sigma Planning Corp's SHLD Position: Q2 2026 in Review

Sigma Planning Corp increased its Global X Defense Tech ETF (SHLD) stake by 0.73% in Q2 2026, buying an estimated $7.99K and bringing the position to 16,519 shares worth $987K. The position accounts for 0.02% of the portfolio, ranked #597.

Sigma Planning Corp first reported a position in SHLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.16M in Q1 2026. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Sigma Planning Corp held 16,519 shares of Global X Defense Tech ETF worth $987K as of Q2 2026.
Sigma Planning Corp bought 120 Global X Defense Tech ETF shares in Q2 2026, an estimated $7.99K.
Global X Defense Tech ETF made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #597 holding.
Sigma Planning Corp first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 5 quarters since.
Sigma Planning Corp's Global X Defense Tech ETF position peaked at $1.16M in Q1 2026.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.